Cross Referencing Endowment Values

endowment_data <- read_rds(here("data", "endowment_filter_data_990.RDS")) 

companies_to_ein <- read_csv(here("data", "companies.csv")) %>%
  mutate(EIN = as.character(ein)) %>%
  select(-ein)
# make kable table with consistent formatting
make_table <- function(df, title = "", ...) {
  title <- paste0("<center><span style = 'font-size:160%;color:black'><b>",
                  title,
                  "</span></b><center>")
   as_tibble(df) %>%
    kbl(caption = title, ... ) %>%
    kable_material() %>%
    row_spec(row=0, background = "#43494C" , color = "white", bold = TRUE)
}

Notes on Strategy

We want to compare the current year variables CY to the current year minus X years variables labelled CYX. To do this, we can:

  • structure the data so each company has all available years (but all NAs for years where they had no data)
  • order by fiscal year
  • subtract the lagged CY variable from the CYX variable where the lag is X years. For example, for CYM1 we want to compare to the CY just one year ago, so lagged one year.

In this way, we obtain a collection of differences between reports that should be in concordance but are not always.

# plot missingness for a given variable 
# number of observations = number of observations 
# where that EIN had that variable (not NA)
plot_missing <- function(variable) {
  
  endowment_data %>%
    group_by(EIN) %>%
    # number of observations where variable is not NA 
    summarize(number_observations = sum(!is.na(!!sym(variable)))) %>%
    group_by(number_observations) %>%
    # number of EINs with each value of number_observations
    summarize(n_ein=n()) %>%
    ggplot(aes(x = number_observations, y =n_ein ))+
    geom_bar(stat="identity") +
    labs(y = "Number of Companies",
         x = paste0("Number of Observations where\n",
         variable, " was Not Missing"),
         title =paste0("Missingness for ", variable)) +
    theme_bw() +
    theme(plot.title = element_text(face = "bold", hjust = .5)) 

}




# compare values from CY to CYM* for given variable
# returns data frame that contains the difference between the CY value and 
# corresonding CM* values
# for example, the difference between the CY value for 2016 would be compared 
# to the CYM1 value for 2017, and the CYM2 value for 2018, and so on 
check_variable <- function(variable_name,
                           data) {
  
  
  base_name <- variable_name
  var <- paste0("CY", base_name)
  vars <- paste0("CYM", c( 1:4), base_name)
  
  # plt <- plot_missing(var)
  # print(plt)
  
  eins_with_variable <- data %>%
    group_by(EIN) %>%
    summarize(number_observations = sum(!is.na(!!sym(var)))) %>%
    filter(number_observations != 0) %>%
    pull(EIN)
  
  
  # the goal here is to create a row for each fiscal year, with NAs if 
  # there are no observations for that year
  # this is needed so that we have consecutive years, which is important
  # for substraction using lag() to work correctly

 data <- data %>%
  filter(EIN %in% eins_with_variable) %>%
  select(EIN, fiscal_year, contains(base_name)) %>%
   pivot_wider(names_from = fiscal_year, 
             #  names_prefix = "fiscalyear",
               values_from=contains(base_name)) %>%
   pivot_longer(cols = contains(base_name),
                names_to = "variable_year") %>%
   separate(variable_year, sep = "_", into = c("variable_name", "fiscal_year")) %>%
   pivot_wider(names_from = variable_name, values_from = value) %>%
   mutate(fiscal_year = as.factor(as.numeric(fiscal_year)))
 

  
  crossref <- data %>%
    group_by(EIN) %>%
    arrange(fiscal_year) %>%
    # lag corresponds to how far back the current year comparison should be
    # vars contains the CM* variables that represent reporting for years back
    # compare these CM* variables to the lagged current year (CY) variables
    mutate(
      difference_in_reported_year1 =  !!sym(vars[1]) - 
        lag(!!sym(var), n =1),
      difference_in_reported_year2 =  !!sym(vars[2]) - 
        lag(!!sym(var), n =2),
      difference_in_reported_year3 =  !!sym(vars[3]) - 
        lag(!!sym(var), n =3),
       difference_in_reported_year4 =  !!sym(vars[4]) - 
        lag(!!sym(var), n =4)
      )  %>%
    ungroup()

}

Cross Referencing Beginning Year Balance Amount

Comparison Across Years

As we might expect, we see that a higher proportion had a nonzero difference between the cross referenced reports for years further back in time. That is, reporting tended to be more accurate for most recent years.

crossref <- check_variable("BeginningYearBalanceAmt", data = endowment_data)
plot_missing("CYBeginningYearBalanceAmt")

# plot fraction where there was a difference between 
# the reports by year
crossref %>% 
  select(EIN, contains("difference")) %>%
  pivot_longer(cols = contains("difference")) %>%
  filter(!is.na(value)) %>%
  group_by(name)  %>%
  summarize(number_zeros = sum(ifelse(value == 0, 1,0)),
            total_reports = n(),
            fraction = 1-( number_zeros / total_reports)) %>%
  mutate(name = gsub("difference_in_reported_year", "", name)) %>%
  ggplot(aes(x=name, y = fraction)) +
  geom_bar(stat ="identity", fill = "#234A77") +
  geom_label(aes(label = round(fraction,2))) +
  labs(title = paste0("Fraction of Differences that Were Nonzero\n",
                      "Between Cross Referenced Reports"),
       subtitle = "By Year",
       x = "Years Between Reports Compared",
       y = "Fraction with Nonzero Difference") +
  theme_bw() +
  theme(plot.title = element_text(hjust = .5, face="bold"),
        plot.subtitle = element_text(hjust = .5, face="italic"))

We also see we have fewer total comparisons of reports as we go back further back in time, because we can’t compute the 4 year comparison for any date where we don’t have a value 4 years back.

# stacked chart, note we can't see how nonzero counts are changing 
# relative to the total counts
crossref %>%
  select(EIN, contains("difference"), fiscal_year) %>%
  pivot_longer(cols = contains("difference")) %>%
  filter(!is.na(value)) %>%
  group_by(name)  %>%
  summarize(zero = sum(ifelse(value == 0, 1,0)),
            nonzero = sum(ifelse(value == 0, 0,1))) %>%
  # notice each row represents a fiscal_year-EIN-difference_type 
  pivot_longer(cols = c(zero, nonzero),
               names_to = "source",
               values_to = "count") %>%
  mutate(name = gsub("difference_in_reported_year", "", name),
         source = ifelse(source == "nonzero",
                         "Nonzero Difference", 
                         "Zero Difference")) %>%
  ggplot(aes(x=name, y = count, fill = source)) +
  geom_bar(stat ="identity", position = "stack", alpha = .8) +
  geom_label(aes(label = round(count,3), y = count, color = source),
             position = "stack",
             size = 2.6,
             label.padding = unit(.1, "lines"),
             fill = "white",
             fontface="bold",
             show.legend = FALSE) +
  labs(title = "Number of Zero and Nonzero Differences\nBetween Cross Referenced Reports",
       subtitle = "By Year",
       x = "Years Between Reports Compared",
       y = "Count",
       fill = "") +
  theme_bw() +
  theme(plot.title = element_text(size = 16, hjust = .5, face="bold"),
        plot.subtitle = element_text(hjust = .5, face="italic"),
        axis.text.x = element_text(size = 13),
        axis.title = element_text(size = 16, face = "bold"))

Companies with Discordance in Reported Values

# difference represents What They Reported as CY Minus X Years - What They Reported at The Time

companies_different <- crossref %>%
  pivot_longer(cols = contains("difference")) %>%
  select(EIN, fiscal_year, name, value) %>%
  filter(value > 0) %>%
   left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
  arrange(organization_name) %>%
  pull(EIN) %>%
  unique()
  
crossref %>%
  pivot_longer(cols = contains("difference")) %>%
  select(EIN, fiscal_year, name, value) %>%
  filter(value > 0) %>%
  left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
  mutate(year = substr(name, nchar(name), nchar(name)),
         year = paste0("Comparing Current<br> Year Minus ",
                       year)) %>%
  arrange(organization_name) %>%
  select(`Organization Name` = organization_name,
         `Difference in Years` = year, 
         `Fiscal Year` = fiscal_year,
         `Recent  - Previously Reported` = value) %>%
  make_table(title = paste0(
    "Comparing Values Reported in More Recent Report to Those Previously Reported:<br>",
    "<i>Number of Companies that have at Least One Report Not Concordant: </i>",
    length(companies_different)),
             digits = 3, 
             format.args = list(
               big.mark = ",",
               scientific = FALSE),
    escape=FALSE,
    booktabs=TRUE)  %>%
  scroll_box(height = "450px",
             width = "100%")
Comparing Values Reported in More Recent Report to Those Previously Reported:
Number of Companies that have at Least One Report Not Concordant: 5
Organization Name Difference in Years Fiscal Year Recent - Previously Reported
Ballet Arizona Comparing Current
Year Minus 1 		2018 4,025,025
Ballet Arizona Comparing Current
Year Minus 2 		2018 500,000
Ballet Arizona Comparing Current
Year Minus 2 		2019 4,025,025
Ballet Arizona Comparing Current
Year Minus 3 		2019 500,000
Ballet Arizona Comparing Current
Year Minus 3 		2020 4,025,025
Ballet Arizona Comparing Current
Year Minus 4 		2020 500,000
Fort Wayne Ballet Comparing Current
Year Minus 1 		2018 26,128
Fort Wayne Ballet Comparing Current
Year Minus 1 		2019 13,343
Fort Wayne Ballet Comparing Current
Year Minus 2 		2019 148,799
Fort Wayne Ballet Comparing Current
Year Minus 2 		2020 13,343
Fort Wayne Ballet Comparing Current
Year Minus 3 		2020 148,799
Pacific Northwest Ballet Comparing Current
Year Minus 1 		2019 3,000
Pacific Northwest Ballet Comparing Current
Year Minus 2 		2020 3,000
San Francisco Ballet Comparing Current
Year Minus 1 		2017 107,033,401
San Francisco Ballet Comparing Current
Year Minus 2 		2017 105,867,772
San Francisco Ballet Comparing Current
Year Minus 2 		2018 107,033,401
San Francisco Ballet Comparing Current
Year Minus 3 		2018 105,867,772
San Francisco Ballet Comparing Current
Year Minus 3 		2019 107,033,401
San Francisco Ballet Comparing Current
Year Minus 4 		2019 105,867,772
San Francisco Ballet Comparing Current
Year Minus 4 		2020 107,033,401
The Alabama Ballet Comparing Current
Year Minus 1 		2019 227,040
The Alabama Ballet Comparing Current
Year Minus 2 		2020 227,040
The Alabama Ballet Comparing Current
Year Minus 3 		2020 219,787
The Alabama Ballet Comparing Current
Year Minus 4 		2020 254,152

We see that values are repeated because if there is some value that is quite off, say for 2016, then this shows up in the CYM1 for 2017, but also CYM2 for 2018, CYM3 for 2019 and so on.

Tables of Reported Values for Each Company with Discordance in Reported Values

Interpretation:

  • The easiest way to interpret the company-specific tables is to look diagonally left-to right. For example, 2018 CY should match 2019 CYM1, 2020 CYM2, and 2021 CYM3 (though the 2021 values often are NA at this time).

Observations:

  • We see in some cases, the problematic reports are clear initially. This is the case in San Francisco Ballet, Ballet Arizona, or the Alabama Ballet.
  • The differences for Fort Wayne Ballet and the Pacific Northwest Ballet are more subtle.
# iterate through EINs where there was discordance and
# generate a table so we can better see what's going on

variable_name <- "BeginningYearBalanceAmt"

walk(1:length(companies_different), ~{
  name <- companies_to_ein %>%
    filter(EIN == companies_different[.x]) %>%
    pull(organization_name)
  
  table <- crossref %>% 
    rename_with(cols=everything(), ~gsub(variable_name, "", .)) %>%
    filter(EIN %in% companies_different[.x]) %>%
    select(-c(EIN, contains("difference"))) %>%
    make_table(title = paste0("Reports for ",
                              name, "<br>EIN: ", 
                              companies_different[.x],
                               ", Variable: ", variable_name))
  
  print(table)
  
#  print(table)

})
Reports for Ballet Arizona
EIN: 860367773, Variable: BeginningYearBalanceAmt
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 101399 100399 100399 100399 100399
2016 101399 101399 100399 100399 100399
2017 101399 101399 101399 100399 100399
2018 4746867 4126424 601399 NA NA
2019 4732822 4746867 4126424 601399 NA
2020 4670922 4732822 4746867 4126424 601399
2021 NA NA NA NA NA
Reports for Fort Wayne Ballet
EIN: 356006394, Variable: BeginningYearBalanceAmt
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 NA NA NA NA NA
2016 NA NA NA NA NA
2017 1264981 1191922 1174150 36538 36538
2018 1413780 1291109 1219104 1201082 60137
2019 1415612 1427123 1413780 1291109 1219104
2020 1422619 1415612 1427123 1413780 1291109
2021 NA NA NA NA NA
Reports for Pacific Northwest Ballet
EIN: 910897129, Variable: BeginningYearBalanceAmt
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 16919887 15702692 14297377 14671226 12528462
2016 17026097 16919887 15702692 14297377 14671226
2017 15778987 17026097 16919887 15702692 14297377
2018 18145008 15778987 17026097 16919887 15702692
2019 19254508 18148008 15778987 17026097 16919887
2020 19741644 19254508 18148008 15778987 17026097
2021 NA NA NA NA NA
Reports for San Francisco Ballet
EIN: 941415298, Variable: BeginningYearBalanceAmt
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 174 174 174 1035814 2318646
2016 174 174 174 174 1035814
2017 100219009 107033575 105867946 92513161 79137681
2018 119047942 100219009 107033575 105867946 92513161
2019 125015507 119047942 100219009 107033575 105867946
2020 124452193 125015507 119047942 100219009 107033575
2021 NA NA NA NA NA
Reports for The Alabama Ballet
EIN: 630813626, Variable: BeginningYearBalanceAmt
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 NA NA NA NA NA
2016 250000 250000 250000 250000 250000
2017 250000 250000 250000 250000 250000
2018 250000 250000 250000 250000 250000
2019 446591 477040 250000 250000 250000
2020 430113 446591 477040 469787 504152
2021 NA NA NA NA NA 
crossref %>%
  pivot_longer(cols = contains("difference")) %>%
  select(EIN, fiscal_year, name, value) %>%
  # filter(value > 0) %>%
  left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
  mutate(year = substr(name, nchar(name), nchar(name)),
         year = paste0("Comparing Current Year Minus ",
                       year)) %>%
  arrange(organization_name) %>% View()

Cross Referencing All Endowment Variables

Missingness by Variable

variables_to_check  <- endowment_data %>%
  select(contains("CY")) %>%
  colnames() %>%
  gsub("CY|CYM.", "",.) %>%
  unique()

crossref_all <- map_df(
  variables_to_check,
  ~{  variable_name <- .x
  check_variable(variable_name,
                 data = endowment_data) %>% 
    # remove variable name part of column name 
    # so we can bind rows together, add this information
    # as a separate column
    rename_with(cols=everything(), 
                ~gsub(variable_name, "", .)) %>%
    mutate(variable = .x)
})


missing_all <- map_df( variables_to_check, 
 ~ {variable <- paste0("CY",.x)
    endowment_data %>%
      group_by(EIN) %>%
      summarize(number_observations = sum(!is.na(!!sym(variable)))) %>%
      group_by(number_observations) %>%
      summarize(number_eins=n()) %>%
      mutate(variable = variable)
})
colors <- c("#58b5e1", "#49406e", "#9dd84e", "#6633b4", "#46ebdc")


missing_all %>%
  mutate(number_observations = paste0(
    "Number of EINS with ",
    number_observations,
    " Observations for this Variable" )) %>%
      ggplot(aes(x = variable, y =number_eins, fill = variable))+
      geom_bar(stat="identity",
               position = "dodge",
               show.legend=FALSE) +
      geom_label(aes(label = number_eins,
                     color = variable),
                 fill = "white",
                 vjust = .5,
                 size = 2,
                 position = position_dodge(1),
                 label.padding = unit(.1, "lines"),
                 show.legend=FALSE) +
       facet_wrap(~number_observations, ncol=1) +
  coord_flip() +
      labs(y = "Number of Companies",
           x = "Variable Name",
           title = "Comparing Missingness Across Variables") +
      theme_bw() +
      theme(plot.title = element_text(face = "bold", hjust = .5),
            axis.title = element_text(face = "bold")) +
  scale_fill_manual(values = colors) +
  scale_color_manual(values = colors) +
  scale_y_continuous(n.breaks = 8)

Fraction Discordant by Variable

# plot fraction discordant for each variable
crossref_all %>%
  select(EIN, contains("difference"), variable) %>%
  pivot_longer( contains("difference")) %>%
  filter(!is.na(value)) %>%
  group_by(variable) %>%
  summarize(
    number_of_discordant_observations = sum(value > 1),
    total_observations_of_variable = n(),
    fraction_discordant = number_of_discordant_observations / total_observations_of_variable) %>%
  ggplot(aes(x = fct_reorder(variable,
                             fraction_discordant,
                             .desc = TRUE),
             y = fraction_discordant)) +
  geom_bar(stat="identity",
           fill = "#234A77")+
  geom_label(aes(label = round(fraction_discordant, 3))) +
  theme_bw() +
  theme(plot.title = element_text(face = "bold", hjust = .5, size = 16),
            axis.title = element_text(face = "bold", size =16),
            axis.text.x = element_text(size = 12, angle = 10, vjust = .6)) +
  labs(y = "Fraction Discordant",
       x = "Endowment Variable",
       title = "Fraction of Observations that Were Discordant for Each Variable")

# generate table displaying the discordant values for a given variable
get_discordant_table <- function(variable_name, data) {
    
    # observations with nonzero difference 
    cross_ref_for_var <- data %>%
      filter(variable == variable_name) %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value) %>%
      filter(value > 0) 
    
    # EINs that have at least one discordance 
    discordant <- cross_ref_for_var %>%
      pull(EIN) %>% unique()
    
  # generate table displaying discordances
  cross_ref_for_var %>%
    left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
    mutate(year = substr(name, nchar(name), nchar(name)),
           year = paste0("Comparing Current<br> Year Minus ",
                         year)) %>%
    arrange(organization_name) %>%
    select(`Organization Name` = organization_name,
           `Difference in Years` = year, 
           `Fiscal Year` = fiscal_year,
           `Recent  - Previously Reported` = value) %>%
    make_table(title = paste0("Variable: ", 
                              variable_name,
      "<br>Comparing Values Reported in More Recent Report to Those Previously Reported:<br>",
      "<i>Number of Companies that have at Least One Report Not Concordant: </i>",
      length(discordant)),
               digits = 3, 
               format.args = list(
                 big.mark = ",",
                 scientific = FALSE),
      escape=FALSE,
      booktabs=TRUE)  %>%
    scroll_box(height = "450px",
               width = "100%") 

}

# iterate over all variables to check and generate table
walk(variables_to_check, ~{
  table_for_var <- get_discordant_table(.x, data = crossref_all)
  print(table_for_var)
})
Variable: BeginningYearBalanceAmt
Comparing Values Reported in More Recent Report to Those Previously Reported:
Number of Companies that have at Least One Report Not Concordant: 5
Organization Name Difference in Years Fiscal Year Recent - Previously Reported
Ballet Arizona Comparing Current
Year Minus 1 		2018 4,025,025
Ballet Arizona Comparing Current
Year Minus 2 		2018 500,000
Ballet Arizona Comparing Current
Year Minus 2 		2019 4,025,025
Ballet Arizona Comparing Current
Year Minus 3 		2019 500,000
Ballet Arizona Comparing Current
Year Minus 3 		2020 4,025,025
Ballet Arizona Comparing Current
Year Minus 4 		2020 500,000
Fort Wayne Ballet Comparing Current
Year Minus 1 		2018 26,128
Fort Wayne Ballet Comparing Current
Year Minus 1 		2019 13,343
Fort Wayne Ballet Comparing Current
Year Minus 2 		2019 148,799
Fort Wayne Ballet Comparing Current
Year Minus 2 		2020 13,343
Fort Wayne Ballet Comparing Current
Year Minus 3 		2020 148,799
Pacific Northwest Ballet Comparing Current
Year Minus 1 		2019 3,000
Pacific Northwest Ballet Comparing Current
Year Minus 2 		2020 3,000
San Francisco Ballet Comparing Current
Year Minus 1 		2017 107,033,401
San Francisco Ballet Comparing Current
Year Minus 2 		2017 105,867,772
San Francisco Ballet Comparing Current
Year Minus 2 		2018 107,033,401
San Francisco Ballet Comparing Current
Year Minus 3 		2018 105,867,772
San Francisco Ballet Comparing Current
Year Minus 3 		2019 107,033,401
San Francisco Ballet Comparing Current
Year Minus 4 		2019 105,867,772
San Francisco Ballet Comparing Current
Year Minus 4 		2020 107,033,401
The Alabama Ballet Comparing Current
Year Minus 1 		2019 227,040
The Alabama Ballet Comparing Current
Year Minus 2 		2020 227,040
The Alabama Ballet Comparing Current
Year Minus 3 		2020 219,787
The Alabama Ballet Comparing Current
Year Minus 4 		2020 254,152
Variable: ContributionsAmt
Comparing Values Reported in More Recent Report to Those Previously Reported:
Number of Companies that have at Least One Report Not Concordant: 2
Organization Name Difference in Years Fiscal Year Recent - Previously Reported
Joffrey Ballet Comparing Current
Year Minus 1 		2017 41,702
Joffrey Ballet Comparing Current
Year Minus 2 		2018 41,702
Joffrey Ballet Comparing Current
Year Minus 3 		2019 41,702
Joffrey Ballet Comparing Current
Year Minus 4 		2020 41,702
San Francisco Ballet Comparing Current
Year Minus 1 		2017 3,440,416
San Francisco Ballet Comparing Current
Year Minus 2 		2017 6,457,496
San Francisco Ballet Comparing Current
Year Minus 2 		2018 3,440,416
San Francisco Ballet Comparing Current
Year Minus 3 		2018 6,457,496
San Francisco Ballet Comparing Current
Year Minus 1 		2019 1,025,273
San Francisco Ballet Comparing Current
Year Minus 2 		2019 2,479,840
San Francisco Ballet Comparing Current
Year Minus 3 		2019 3,440,416
San Francisco Ballet Comparing Current
Year Minus 4 		2019 6,457,496
San Francisco Ballet Comparing Current
Year Minus 2 		2020 1,025,273
San Francisco Ballet Comparing Current
Year Minus 3 		2020 2,479,840
San Francisco Ballet Comparing Current
Year Minus 4 		2020 3,440,416
Variable: InvestmentEarningsOrLossesAmt
Comparing Values Reported in More Recent Report to Those Previously Reported:
Number of Companies that have at Least One Report Not Concordant: 4
Organization Name Difference in Years Fiscal Year Recent - Previously Reported
Fort Wayne Ballet Comparing Current
Year Minus 1 		2018 2,568
Pittsburgh Ballet Theatre Comparing Current
Year Minus 1 		2019 80,765
Pittsburgh Ballet Theatre Comparing Current
Year Minus 2 		2020 80,765
Pittsburgh Ballet Theatre Comparing Current
Year Minus 1 		2021 25,082
Pittsburgh Ballet Theatre Comparing Current
Year Minus 3 		2021 80,765
San Francisco Ballet Comparing Current
Year Minus 2 		2017 1,133,639
San Francisco Ballet Comparing Current
Year Minus 3 		2018 1,133,639
San Francisco Ballet Comparing Current
Year Minus 4 		2019 1,133,639
The Alabama Ballet Comparing Current
Year Minus 3 		2020 30,742
Variable: OtherExpendituresAmt
Comparing Values Reported in More Recent Report to Those Previously Reported:
Number of Companies that have at Least One Report Not Concordant: 4
Organization Name Difference in Years Fiscal Year Recent - Previously Reported
Fort Wayne Ballet Comparing Current
Year Minus 1 		2019 3,149
Fort Wayne Ballet Comparing Current
Year Minus 2 		2020 3,149
Pittsburgh Ballet Theatre Comparing Current
Year Minus 1 		2020 300
Pittsburgh Ballet Theatre Comparing Current
Year Minus 2 		2021 300
San Francisco Ballet Comparing Current
Year Minus 1 		2017 5,795,836
San Francisco Ballet Comparing Current
Year Minus 2 		2017 5,498,836
San Francisco Ballet Comparing Current
Year Minus 2 		2018 5,795,836
San Francisco Ballet Comparing Current
Year Minus 3 		2018 5,498,836
San Francisco Ballet Comparing Current
Year Minus 3 		2019 5,795,836
San Francisco Ballet Comparing Current
Year Minus 4 		2019 5,498,836
San Francisco Ballet Comparing Current
Year Minus 4 		2020 5,795,836
The Alabama Ballet Comparing Current
Year Minus 3 		2020 23,489
The Alabama Ballet Comparing Current
Year Minus 4 		2020 25,201
Variable: EndYearBalanceAmt
Comparing Values Reported in More Recent Report to Those Previously Reported:
Number of Companies that have at Least One Report Not Concordant: 8
Organization Name Difference in Years Fiscal Year Recent - Previously Reported
Ballet Arizona Comparing Current
Year Minus 1 		2018 973,030
Ballet Arizona Comparing Current
Year Minus 2 		2018 4,025,025
Ballet Arizona Comparing Current
Year Minus 3 		2018 500,000
Ballet Arizona Comparing Current
Year Minus 2 		2019 973,030
Ballet Arizona Comparing Current
Year Minus 3 		2019 4,025,025
Ballet Arizona Comparing Current
Year Minus 4 		2019 500,000
Ballet Arizona Comparing Current
Year Minus 3 		2020 973,030
Ballet Arizona Comparing Current
Year Minus 4 		2020 4,025,025
Fort Wayne Ballet Comparing Current
Year Minus 1 		2018 38,699
Fort Wayne Ballet Comparing Current
Year Minus 2 		2019 52,042
Fort Wayne Ballet Comparing Current
Year Minus 3 		2020 52,042
Joffrey Ballet Comparing Current
Year Minus 1 		2017 41,702
Joffrey Ballet Comparing Current
Year Minus 2 		2018 41,702
Joffrey Ballet Comparing Current
Year Minus 3 		2019 41,702
Joffrey Ballet Comparing Current
Year Minus 4 		2020 41,702
Pacific Northwest Ballet Comparing Current
Year Minus 1 		2019 3,000
Pacific Northwest Ballet Comparing Current
Year Minus 2 		2020 3,000
Pittsburgh Ballet Theatre Comparing Current
Year Minus 1 		2019 80,765
Pittsburgh Ballet Theatre Comparing Current
Year Minus 2 		2020 80,765
Pittsburgh Ballet Theatre Comparing Current
Year Minus 1 		2021 25,082
Pittsburgh Ballet Theatre Comparing Current
Year Minus 3 		2021 80,765
San Francisco Ballet Comparing Current
Year Minus 1 		2017 100,218,835
San Francisco Ballet Comparing Current
Year Minus 2 		2017 107,033,401
San Francisco Ballet Comparing Current
Year Minus 2 		2018 100,218,835
San Francisco Ballet Comparing Current
Year Minus 3 		2018 107,033,401
San Francisco Ballet Comparing Current
Year Minus 3 		2019 100,218,835
San Francisco Ballet Comparing Current
Year Minus 4 		2019 107,033,401
San Francisco Ballet Comparing Current
Year Minus 4 		2020 100,218,835
Texas Ballet Theater Comparing Current
Year Minus 1 		2016 143
Texas Ballet Theater Comparing Current
Year Minus 2 		2017 143
Texas Ballet Theater Comparing Current
Year Minus 3 		2018 143
Texas Ballet Theater Comparing Current
Year Minus 4 		2019 143
The Alabama Ballet Comparing Current
Year Minus 1 		2019 196,591
The Alabama Ballet Comparing Current
Year Minus 2 		2020 196,591
The Alabama Ballet Comparing Current
Year Minus 3 		2020 227,040
The Alabama Ballet Comparing Current
Year Minus 4 		2020 219,787

Companies with Discordant Reporting for at Least One Variable

# variables corresponding to number of companies with at least one discordance
crossref_all %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value, variable) %>%
      filter(value > 0) %>%
      group_by(EIN) %>%
      summarize(
                number_variables = length(unique(variable)),
                variable = paste(unique(variable), collapse=",<br>")) %>%
  left_join(companies_to_ein) %>%
  arrange(organization_name) %>%
  select(`Organization Name` = `organization_name`,
         `Number of Variables Discordant` = number_variables,
         `Variables with Discordant Reporting` = variable) %>%
  make_table(
    title = "Companies with Discordant Reporting for at Least One Variable",
    escape=FALSE)
Companies with Discordant Reporting for at Least One Variable
Organization Name Number of Variables Discordant Variables with Discordant Reporting
Ballet Arizona 2 BeginningYearBalanceAmt,
EndYearBalanceAmt
Fort Wayne Ballet 4 BeginningYearBalanceAmt,
InvestmentEarningsOrLossesAmt,
OtherExpendituresAmt,
EndYearBalanceAmt
Joffrey Ballet 2 ContributionsAmt,
EndYearBalanceAmt
Pacific Northwest Ballet 2 BeginningYearBalanceAmt,
EndYearBalanceAmt
Pittsburgh Ballet Theatre 3 InvestmentEarningsOrLossesAmt,
OtherExpendituresAmt,
EndYearBalanceAmt
San Francisco Ballet 5 BeginningYearBalanceAmt,
ContributionsAmt,
InvestmentEarningsOrLossesAmt,
OtherExpendituresAmt,
EndYearBalanceAmt
Texas Ballet Theater 1 EndYearBalanceAmt
The Alabama Ballet 4 BeginningYearBalanceAmt,
InvestmentEarningsOrLossesAmt,
OtherExpendituresAmt,
EndYearBalanceAmt 
# for each variable, list of EINs that have at least one discordance 
intersections <- crossref_all %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value, variable) %>%
      filter(value > 0) %>%
      group_by(variable) %>%
      summarize(EINs = list(unique(EIN)))

discord_in_all <- Reduce(intersect, intersections$EINs) %>% unique() %>% length() 
discord_at_least_one <- Reduce(union, intersections$EINs) %>% unique() %>% length()

The number of companies with a discordant report for all variables was 1, and the number of companies with at least one discordant report for all variables was 8.

# visualize discordances in given variable_name 
plot_reported_for_variable <- function(variable_name, crossref, endowment) {
  
  cross_ref_for_var <- crossref %>%
      filter(variable == variable_name) %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value) %>%
      filter(value > 0) 
    
  discordant <- cross_ref_for_var %>%
      pull(EIN) %>% unique()
  
  number_cols <- ifelse(length(discordant) <= 6, 1,2)
  
  
  # plot the values for the year they correspond to so we can compare,
  # for example, if CM1 for 2016 is the same as CY for 2015
  endowment %>%
    filter(EIN %in% discordant) %>%
    select(EIN, fiscal_year, contains(variable_name)) %>%
    group_by(EIN) %>%
    arrange(fiscal_year) %>% 
    pivot_longer(3: ncol(.)) %>%
    mutate(source = ifelse(grepl("CYM", name), substr(name, 1,4), "CY"),
           year_lag = ifelse(grepl("CYM", name), substr(source, 4,4), 0),
           year_lag = as.numeric(year_lag),
           fiscal_year = as.integer(paste0(fiscal_year))) %>%
    mutate(value_year = fiscal_year -year_lag
           ) %>%
    left_join(companies_to_ein) %>%
    mutate(organization_name = paste0(organization_name, 
                                      " (EIN: ", EIN, ")")) %>%
    ggplot(aes(x = value_year, y = value)) +
    geom_jitter(aes(fill=source), height  =0, 
                width = .2,
                alpha = .8,
                size = 2.2,
                shape =21,
                color = "black",
                stroke =.4) +
   # geom_line(aes(group = source, color = source)) +
    facet_wrap(~organization_name, scales= 'free_y', ncol = number_cols) +
    scale_x_continuous(breaks = 2011:2021 ) +
    scale_y_continuous(labels = comma) +
    viridis::scale_fill_viridis(option="magma", discrete=TRUE) +
    theme_bw() +
    labs(x = "Fiscal Year",
         y = "Reported Value (Dollars)",
         title = paste0("Comparing Reported Values for ", variable_name),
         subtitle = "Only Considering Companies with at Least One Discordant Value") +
    theme(plot.title = element_text(
      face = "bold",
      hjust = .5, 
      size = 16),
      axis.title = element_text(face = "bold", size =16),
      axis.text = element_text(size = 12),
      strip.text = element_text(face = "bold", size = 14),
      plot.subtitle=element_text(size =14, 
                                 face="italic",
                                 hjust = .5),
      legend.text = element_text(size = 10),
      legend.title = element_text(face = "bold", size = 12)) +
    guides(legend = guide_legend(override.aes = list(size = 3)))

}

# plot variables by year, by variable only for EINs that have
# at least one discordance for a given variable
walk(unique(variables_to_check),
     ~ {plt <- plot_reported_for_variable(
       variable_name = .x,
       crossref = crossref_all,
       endowment = endowment_data)
     print(plt) })

Questions to Consider

  • Should we assume the most recently reported values are (the most) accurate?

Checking if Problematic Filings Were Amended

None of the filings with discrepancies were amended filings.

# get amended index from form 990 
form_990 <- read_rds(here("data", "data_990.RDS"))

# check if any observations with discrepancies were from amended filing
crossref_all %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value, variable) %>%
      filter(value > 0) %>%
  left_join(form_990) %>%
  filter(!is.na(AmendedReturnInd))

Further Analysis by Company

# companies with at least one discordance 
companies_different_any_variable <- intersections$EINs %>% 
  unlist() %>% 
  unique() %>%
  tibble(EIN = .) %>%
  left_join(companies_to_ein)


# variables discordant by EIN
vars_disc <- crossref_all %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value, variable) %>%
      filter(value > 0) %>%
      group_by(EIN) %>%
      summarize(variables = list(unique(variable)))


# extract Schedule O for all variables
source(here("GET_VARS.R"))
files <- dir(here("ballet_990_released_20230208"),
             full.names=TRUE)

schedule_o <- map_df(files,
                  ~get_df(filename =.x, schedule = 'o')) 

schedule_o <- schedule_o %>%
  filter_ein() %>%
  mutate(fiscal_year = as.numeric(as.character(fiscal_year)))

San Francisco Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "San Francisco Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})
Reports for San Francisco Ballet
Variable: BeginningYearBalanceAmt
EIN: 941415298
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 174 174 174 1035814 2318646
2016 174 174 174 174 1035814
2017 100219009 107033575 105867946 92513161 79137681
2018 119047942 100219009 107033575 105867946 92513161
2019 125015507 119047942 100219009 107033575 105867946
2020 124452193 125015507 119047942 100219009 107033575
2021 NA NA NA NA NA
Reports for San Francisco Ballet
Variable: ContributionsAmt
EIN: 941415298
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 11275 686250 0 0 652262
2016 0 11275 686250 0 0
2017 11604394 3440416 6468771 5968410 4316905
2018 6675957 11604394 3440416 6468771 5968410
2019 2516119 7701230 14084234 3440416 6468771
2020 499569 2516119 7701230 14084234 3440416
2021 NA NA NA NA NA
Reports for San Francisco Ballet
Variable: InvestmentEarningsOrLossesAmt
EIN: 941415298
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 4939 2881 4702 15692 77524
2016 12438 4939 2881 4702 15692
2017 11847575 -1836699 1138578 14271657 15677314
2018 6198570 11847575 -1836699 1138578 14271657
2019 6070692 6198570 11847575 -1836699 1138578
2020 457454 6070692 6198570 11847575 -1836699
2021 NA NA NA NA NA
Reports for San Francisco Ballet
Variable: OtherExpendituresAmt
EIN: 941415298
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 4939 2881 4702 1050593 2000258
2016 12438 4939 2881 4702 1050593
2017 7102876 5808274 5503775 5817478 4754895
2018 7932235 7102876 5808274 5503775 5817478
2019 8334967 7932235 7102876 5808274 5503775
2020 9340468 8334967 7932235 7102876 5808274
2021 NA NA NA NA NA
Reports for San Francisco Ballet
Variable: EndYearBalanceAmt
EIN: 941415298
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 174 174 174 174 1035814
2016 174 174 174 174 174
2017 119047942 100219009 107033575 105867946 92513161
2018 125015507 119047942 100219009 107033575 105867946
2019 124452193 125015507 119047942 100219009 107033575
2020 113923812 124452193 125015507 119047942 100219009
2021 NA NA NA NA NA

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “ReturnTs:
2016-05-13T19:24:41-07:00


” [1] “EIN:
941415298


” [1] “filename:
201621379349307587_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, Line 3Following an assessment of the Association’s education programs and staffing, in April 2015 the Center for Dance Education (CDE) and the San Francisco Ballet School were merged into a single department of Education and Training. Moving forward, the CDE nomenclature will be dropped in favor of referencing the Association’s educational offerings as just that-Education Programs. Additionally, Dance in School and Communities (DISC) is being used more broadly to encompass the hallmark residency program in the San Francisco Unified School District public schools as well as partnerships with community-based organizations such as the Boys & Girls Clubs of San Francisco and the like.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 2Trustees James Marver and Stephanie Marver have a family relationship.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term of each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation, and (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Association provided a complete copy of this Form 990 to all members of its governing body with a redaction of donor names and addresses from Form 990, Schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted on the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relationships Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “fiscal_year:
2015


” [1] “SupplementalInformationDetail[8]:
Form 990, Part VI, Section B, Line 15The Association’s process for determining the compensation of the Artistic Director, the Executive Director, and the CFO involved analysis of the compensation by the Assessment Committee. The Artistic Director and Executive Director have written employment contracts, the terms of which are approved by the Assessment Committee.


” [1] “SupplementalInformationDetail[9]:
Form 990, Part VI, Section C, Line 19Due to the age of the Organization, Form 1023 is currently unavailable for the general public and the Organization is exempt from the requirement to provide Form 1023, as it was filed prior to the July 15, 1987 requirement date. The Organization currently makes its audited financial statements for the most recent six years available to the public via its website. Form 990, governing documents and conflict of interest policy is also available upon request.


” [1] “SupplementalInformationDetail[10]:
Form 990, Part XI, Line 9Other changes in Net Assets consist of reversals of prior year grants of ($278,739), unrealized loss on interest rate swap of ($589,071), ($15,858) change in post-retirement benefit obligation and $2,737 change in discount.


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “ReturnTs:
2017-05-15T16:36:54-07:00


” [1] “EIN:
941415298


” [1] “filename:
201741359349312579_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, Line 1oldest professional ballet company and one of the three largest ballet companies in the United States. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. Led by Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own orchestra and operates one of the country’s most prestigious schools of ballet. Today we build on our heritage by commissioning groundbreaking dance from today’s top choreographers, by uncovering new choreographic talent,and by staging modern classics and the works that make up the canon of classic ballet. Our approach defines ballet in the 21st century, and it makes San Francisco Ballet the essential place to see the most adventurous dance in America. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 2Trustees James Marver and Stephanie Marver have a family relationship.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term of each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation, and (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Association provided a complete copy of this Form 990 to all members of its governing body with a redaction of donor names and addresses from Form 990, Schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted on the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relationships Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “fiscal_year:
2016


” [1] “SupplementalInformationDetail[8]:
Form 990, Part VI, Section B, Line 15The Association’s process for determining the compensation of the Artistic Director, the Executive Director, and the CFO involved analysis of the compensation by the Assessment Committee. The Artistic Director and Executive Director have written employment contracts, the terms of which are approved by the Assessment Committee.


” [1] “SupplementalInformationDetail[9]:
Form 990, Part VI, Section C, Line 19Due to the age of the Organization, Form 1023 is currently unavailable for the general public and the Organization is exempt from the requirement to provide Form 1023, as it was filed prior to the July 15, 1987 requirement date. The Organization currently makes its audited financial statements for the most recent seven years available to the public via its website. Form 990, governing documents and conflict of interest policy is also available upon request.


” [1] “SupplementalInformationDetail[10]:
Form 990, Part XI, Line 9Other changes in Net Assets consist of reversals of prior year grants of ($49,325), unrealized loss on interest rate swap of ($2,617,653), ($135,668) change in post-retirement benefit obligation, $124,633 in capitalized expenses and ($43,416) change in discount.


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “ReturnTs:
2018-05-14T14:40:15-07:00


” [1] “EIN:
941415298


” [1] “filename:
201841349349305674_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, Line 1San Francisco Ballet is America’s oldest professional ballet company and one of the three largest ballet companies in the United States. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. Led by Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own orchestra and operates one of the country’s most prestigious schools of ballet. Today we build on our heritage by commissioning groundbreaking dance from today’s top choreographers, by uncovering new choreographic talent, and by staging modern classics and the works that make up the canon of classic ballet. Our approach defines ballet in the 21st century, and it makes San Francisco Ballet the essential place to see the most adventurous dance in America. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term for each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation, and (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 11bThe Association provided a complete copy of this Form 990 to all members of its governing body with a redaction of donor names and addresses from Form 990, Schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted on the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relationships Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 15The Association’s process for determining the compensation of the Artistic Director, the Executive Director, and the CFO involve analysis of the compensation by the Assessment Committee. The Artistic Director and Executive Director have written employment contracts, the terms of which are approved by the Assessment Committee. Compensation for members of the Executive Team (key employees) is reviewed by the Executive Director.


” [1] “fiscal_year:
2017


” [1] “SupplementalInformationDetail[8]:
Form 990, Part VI, Section C, Line 19Due to the age of the Organization, Form 1023 is currently unavailable for the general public and the Organization is exempt from the requirement to provide Form 1023, as it was filed prior to the July 15, 1987 requirement date. The Organization currently makes its audited financial statements for the most recent seven years available to the public via its website. Form 990, governing documents and conflict of interest policy are also available upon request.


” [1] “SupplementalInformationDetail[9]:
Form 990, Part XI, Line 9Other changes in Net Assets consist of reversals of prior year grants of ($178,674), unrealized gain on interest rate swap of $2,621,071, ($31,499) change in post-retirement benefit obligation and $87,857 change in discount.


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “ReturnTs:
2019-04-19T13:35:58-07:00


” [1] “EIN:
941415298


” [1] “filename:
201931099349300023_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part I, Line 1We seek to enhance our position as one of the world’s finest dance companies through our vitality, innovation, and diversity, and through our uncompromising commitment to artistic excellence based in the classical ballet tradition.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part III, Line 1San Francisco Ballet is America’s oldest professional ballet company and one of the three largest ballet companies in the United States. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. Led by Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own orchestra and operates one of the country’s most prestigious schools of ballet. Today we build on our heritage of commissioning groundbreaking dance from today’s top choreographers, by uncovering new choreographic talent, and by staging modern classics and the works that make up the canon of classic ballet. Our approach defines ballet in the 21st century and it makes San Francisco Ballet the essential place to see the most adventurous dance in America. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term for each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation and, (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Form 990 was prepared based on audited financial statements by the organization’s finance and accounting staff, which was then reviewed by Grant Thornton, LLP. The Association provided a complete copy of this form to all members of its governing body with a redaction of donor names and addresses from Form 990, schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted to the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to all employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relationships Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “fiscal_year:
2018


” [1] “SupplementalInformationDetail[8]:
Form 990, Part VI, Section B, Line 15Compensation and benefits for the Association’s Executive Director and CFO are negotiated with the Association’s Assessment Committee on an annual basis. Performance is reviewed on an annual basis by the Assessment Committee and documented via meeting minutes by the Board Assistant Secretary with recommendations given to the Board. Reviews occur (1) initially upon the hiring, (2) whenever the term of employment, if any, of such officer is renewed or extended, and (3) whenever such officer’s compensation is modified; provided, however, that separate review and approval pursuant to clause (3) shall not be required if a modification of compensation extends to substantially all employees of the Association. When reviewing compensation, the Assessment Committee also uses external comparisons for similar positions at similar organizations of similar size that are available online. Compensation and benefits for key employees are determined largely on whether they are union or non-union employees. For union employees, compensation and benefits are based on the collective bargaining agreements which are regularly renegotiated every three to five years (depending on the union). For non-union employees, compensation and benefits are negotiated on an individual basis upon initial hire with annual performance reviews thereafter documented with the employee’s direct supervisor using the organization’s standard forms on an annual/regular basis. Compensation for non-union employees are reviewed using external comparisons for similar positions at similar organizations of similar size that are available online.


” [1] “SupplementalInformationDetail[9]:
Form 990, Part VI, Section C, Line 19Due to the age of the Organization, Form 1023 is currently unavailable for the general public and the Organization is exempt from the requirement to provide Form 1023, as it was filed prior to the July 15, 1987 requirement date. The Organization currently makes its audited financial statements for the most recent nine years available to the public via its website. Form 990, governing documents and conflict of interest policy are also available upon request.


” [1] “SupplementalInformationDetail[10]:
Form 990, Part XI, Line 9Other changes in Net Assets consist of reversals of prior year grants of ($265,694), unrealized gain on interest rate swap of $1,390,892, $35,553 change in post-retirement benefit obligation and ($309,333) change in discount.


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “ReturnTs:
2020-04-01T20:29:09-07:00


” [1] “EIN:
941415298


” [1] “filename:
202020939349300802_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part I, Line 1We seek to enhance our position as one of the world’s finest dance companies through our vitality, innovation, and diversity, and through our uncompromising commitment to artistic excellence based in the classical ballet tradition.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part III, Line 1San Francisco Ballet is America’s oldest professional ballet company and one of the three largest ballet companies in the United States. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. Led by Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own orchestra and operates one of the country’s most prestigious schools of ballet. Today we build on our heritage of commissioning groundbreaking dance from today’s top choreographers, by uncovering new choreographic talent, and by staging modern classics and the works that make up the canon of classic ballet. Our approach defines ballet in the 21st century and it makes San Francisco Ballet the essential place to see the most adventurous dance in America. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term for each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation and, (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Form 990 was prepared based on audited financial statements by the organization’s finance and accounting staff, which was then reviewed by Grant Thornton, LLP. The Association provided a complete copy of this form to all members of its governing body with a redaction of donor names and addresses from Form 990, schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted to the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to all employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relations Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “fiscal_year:
2019


” [1] “SupplementalInformationDetail[8]:
Form 990, Part VI, Section B, Line 15Compensation and benefits for the Association’s Executive Director and CFO are negotiated with the Association’s Assessment Committee on an annual basis. Performance is reviewed on an annual basis by the Assessment Committee and documented via meeting minutes by the Board Assistant Secretary with recommendations given to the Board. Reviews occur (1) initially upon the hiring, (2) whenever the term of employment, if any, of such officer is renewed or extended, and (3) whenever such officer’s compensation is modified; provided, however, that separate review and approval pursuant to clause (3) shall not be required if a modification of compensation extends to substantially all employees of the Association. When reviewing compensation, the Assessment Committee also uses external comparisons for similar positions at similar organizations of similar size that are available online. Compensation and benefits for key employees are determined largely on whether they are union or non-union employees. For union employees, compensation and benefits are based on the collective bargaining agreements which are regularly renegotiated every three to five years (depending on the union). For non-union employees, compensation and benefits are negotiated on an individual basis upon initial hire with annual performance reviews thereafter documented with the employee’s direct supervisor using the organization’s standard forms on an annual/regular basis. Compensation for non-union employees are reviewed using external comparisons for similar positions at similar organizations of similar size that are available online.


” [1] “SupplementalInformationDetail[9]:
Form 990, Part VI, Section C, Line 19Due to the age of the Organization, Form 1023 is currently unavailable for the general public and the Organization is exempt from the requirement to provide Form 1023, as it was filed prior to the July 15, 1987 requirement date. The Organization currently makes its audited financial statements for the most recent ten years available to the public via its website. Form 990, governing documents and conflict of interest policy are also available upon request.


” [1] “SupplementalInformationDetail[10]:
Form 990, Part X, Line 27A prior period adjustment between Unrestricted net assets and Temporarily restricted net assets was recorded during the fiscal year in the amount of $1,869,945. The adjustment was the cumulative effect of change in accounting for fixed assets acquired with donor restricted funds in accordance with ASU 2016-14.


” [1] “SupplementalInformationDetail[11]:
Form 990, Part XI, Line 9Other changes in Net Assets consist of reversals of prior year grants of ($131,194), unrealized loss on interest rate swap of ($1,518,665), ($56,477) of event expenses reported on the Endowment Foundation form 990, ($407,603) change in post-retirement benefit obligation and $97,467 change in discount.


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “ReturnTs:
2021-04-06T12:09:46-07:00


” [1] “EIN:
941415298


” [1] “filename:
202101049349300235_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part I, Line 1We seek to enhance our position as one of the world’s finest dance companies through our vitality, innovation, and diversity, and through our uncompromising commitment to artistic excellence based in the classical ballet tradition.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part III, Line 1San Francisco Ballet is America’s oldest professional ballet company and one of the three largest ballet companies in the United States. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. Led by Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own orchestra and operates one of the country’s most prestigious schools of ballet. Today we build on our heritage of commissioning groundbreaking dance from today’s top choreographers, by uncovering new choreographic talent, and by staging modern classics and the works that make up the canon of classic ballet. Our approach defines ballet in the 21st century and it makes San Francisco Ballet the essential place to see the most adventurous dance in America. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term for each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation and, (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Form 990 was prepared based on audited financial statements by the organization’s finance and accounting staff, which was then reviewed by Grant Thornton, LLP. The Association provided a complete copy of this form to all members of its governing body with a redaction of donor names and addresses from Form 990, schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted to the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to all employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relations Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “fiscal_year:
2020


” [1] “SupplementalInformationDetail[8]:
Form 990, Part VI, Section B, Line 15Compensation and benefits for the Association’s Executive Director and CFO are negotiated with the Association’s Assessment Committee on an annual basis. Performance is reviewed on an annual basis by the Assessment Committee and documented via meeting minutes by the Board Assistant Secretary with recommendations given to the Board. Reviews occur (1) initially upon the hiring, (2) whenever the term of employment, if any, of such officer is renewed or extended, and (3) whenever such officer’s compensation is modified; provided, however, that separate review and approval pursuant to clause (3) shall not be required if a modification of compensation extends to substantially all employees of the Association. When reviewing compensation, the Assessment Committee also uses external comparisons for similar positions at similar organizations of similar size that are available online. Compensation and benefits for key employees are determined largely on whether they are union or non-union employees. For union employees, compensation and benefits are based on the collective bargaining agreements which are regularly renegotiated every three to five years (depending on the union). For non-union employees, compensation and benefits are negotiated on an individual basis upon initial hire with annual performance reviews thereafter documented with the employee’s direct supervisor using the organization’s standard forms on an annual/regular basis. Compensation for non-union employees are reviewed using external comparisons for similar positions at similar organizations of similar size that are available online.


” [1] “SupplementalInformationDetail[9]:
Form 990, Part VI, Section C, Line 19Due to the age of the Organization, Form 1023 is currently unavailable for the general public and the Organization is exempt from the requirement to provide Form 1023, as it was filed prior to the July 15, 1987 requirement date. The Organization currently makes its audited financial statements for the most recent ten years available to the public via its website. From 990, governing documents and conflict of interest policy are also available upon request.


” [1] “SupplementalInformationDetail[10]:
Form 990, Part VIII, Line 2a - 2eOn March 6, 2020, by order of San Francisco Mayor London N. Breed, to prevent the spread of COVID-19, all public performances, events, and gatherings at the San Francisco War Memorial and Performing Arts Center were canceled. This order was followed by an announcement from the World Health Organization on March 11 where the WHO declared the novel strain of COVID-19 a global pandemic and recommended containment and mitigation measures worldwide. The pandemic has caused worldwide disruption to businesses and economic activity and has resulted in a significant drop in operating revenue for the Ballet. In compliance with local health mandates, the San Francisco Ballet has remained closed since March 16, 2020, and has not received revenue from admissions or onsite events since the closure of the War Memorial on March 6. The Ballet has been operating on a reduced expense budget but has increased its digital offerings and outreach to engage community members and donors. The Ballet continues to receive annual funding from individual and institutional donors and has been the recipient of new levels of support from individuals and institutions who have provided emergency funds for operations during the pandemic-related closure. The full extent of the adverse impact on the Ballet cannot be predicted at this time.


” [1] “SupplementalInformationDetail[11]:
Form 990, Part XI, Line 9Other changes in Net Assets consist of reversals of prior year grants of ($53,784), unrealized loss on interest rate swap of ($2,367,381), ($126,417) change in post-retirement benefit obligation and $155,193 change in discount.


”

Ballet Arizona

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Ballet Arizona") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})
Reports for Ballet Arizona
Variable: BeginningYearBalanceAmt
EIN: 860367773
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 101399 100399 100399 100399 100399
2016 101399 101399 100399 100399 100399
2017 101399 101399 101399 100399 100399
2018 4746867 4126424 601399 NA NA
2019 4732822 4746867 4126424 601399 NA
2020 4670922 4732822 4746867 4126424 601399
2021 NA NA NA NA NA
Reports for Ballet Arizona
Variable: EndYearBalanceAmt
EIN: 860367773
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 101399 101399 100399 100399 100399
2016 101399 101399 101399 100399 100399
2017 3773837 101399 101399 101399 100399
2018 4732822 4746867 4126424 601399 NA
2019 4670922 4732822 4746867 4126424 601399
2020 4606871 4670922 4732822 4746867 4126424
2021 NA NA NA NA NA

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “ReturnTs:
2016-03-25T03:39:55-00:00


” [1] “EIN:
860367773


” [1] “filename:
201610859349300326_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS IS BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS AND EXPERIENCE AND COMPARABILITY DATA OBTAIN THROUGH AN EXECUTIVE DIRECTOR THE ARTISTIC DIRECTOR HAD A THREE YEAR CONTRACT ENDING JUNE 30, 2013, WHICH WAS SUBSEQUENTLY RENEWED AS A FIVE-YEAR CONTRACT THE COMPENSATION OF THE DIRECTOR OF FINANCE IS DETERMINED BY THE EXECUTIVE DIRECTOR AND IS BASED UPON OTHER DEPARTMENT HEADS WITHIN THE ORGANIZATION AND SIMILAR OFFICERS IN THE LOCAL ARTS AND CULTURE COMMUNITY


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section C, Line 19THE ORGANIZATIONS ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 11FORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THIS RETURN FOR FILING


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 12CEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES THEMSELVES FROM THESE THESE DISCUSSIONS IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE


” [1] “fiscal_year:
2015


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “ReturnTs:
2017-04-19T12:45:02-00:00


” [1] “EIN:
860367773


” [1] “filename:
201731099349300543_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 11bFORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THIS RETURN FOR FILING


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 12cEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES THEMSELVES FROM THESE THESE DISCUSSIONS IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS IS BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS AND EXPERIENCE AND COMPARABILITY DATA OBTAIN THROUGH AN EXECUTIVE DIRECTOR THE ARTISTIC DIRECTOR HAD A THREE YEAR CONTRACT ENDING JUNE 30, 2013, WHICH WAS SUBSEQUENTLY RENEWED AS A FIVE-YEAR CONTRACT THE COMPENSATION OF THE DIRECTOR OF FINANCE IS DETERMINED BY THE EXECUTIVE DIRECTOR AND IS BASED UPON OTHER DEPARTMENT HEADS WITHIN THE ORGANIZATION AND SIMILAR OFFICERS IN THE LOCAL ARTS AND CULTURE COMMUNITY


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, Line 19THE ORGANIZATIONS ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST


” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, Section A, Line 9UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE.


” [1] “fiscal_year:
2016


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “ReturnTs:
2018-05-11T12:42:02-00:00


” [1] “EIN:
860367773


” [1] “filename:
201801319349303720_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 8bTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 11bFORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THIS RETURN FOR FILING


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 12cEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES THEMSELF FROM THESE DISCUSSIONS. IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING THE COMPENSATION OF THE EXECUTIVE DIRECTORS, ARTISTIC DIRECTOR, AND CFO ARE BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE, AND COMPARABILITY DATA. THE ARTISTIC DIRECTOR HAS A FIVE YEAR CONTRACT ENDING JUNE 30, 2018.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, Line 18 19THE ORGANIZATIONS ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST


” [1] “SupplementalInformationDetail[6]:
Form 990, Part XI, Section A, Line 9UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE.


” [1] “fiscal_year:
2017


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “ReturnTs:
2019-02-13T11:07:18-06:00


” [1] “EIN:
860367773


” [1] “filename:
201910449349300821_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THE RETURN FOR FILING.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES HIM/HERSELF FROM THESE DISCUSSIONS. IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISITIC DIRECTORS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION OF THE EXECUTIVE DIRECTOR, ARTISTIC DIRECTOR, AND CFO ARE BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE AND COMPARABILITY DATA. THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR BOTH HAVE EMPLOYMENT CONTRACTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, LINE 2C:PROCESS HAS NOT CHANGED


” [1] “fiscal_year:
2018


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “ReturnTs:
2020-02-27T19:07:25-06:00


” [1] “EIN:
860367773


” [1] “filename:
202010589349300336_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THE RETURN FOR FILING.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES HIM/HERSELF FROM THESE DISCUSSIONS. IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISITIC DIRECTORS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION OF THE EXECUTIVE DIRECTOR, ARTISTIC DIRECTOR, AND CFO ARE BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE AND COMPARABILITY DATA. THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR BOTH HAVE EMPLOYMENT CONTRACTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, LINE 2C:PROCESS HAS NOT CHANGED


” [1] “fiscal_year:
2019


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “ReturnTs:
2021-04-07T08:00:46-05:00


” [1] “EIN:
860367773


” [1] “filename:
202100979349300405_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THE RETURN FOR FILING.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES HIM/HERSELF FROM THESE DISCUSSIONS. IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISITIC DIRECTORS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION OF THE EXECUTIVE DIRECTOR, ARTISTIC DIRECTOR, AND DIRECTOR OF FINANCE ARE BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE AND COMPARABILITY DATA. THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR BOTH HAVE EMPLOYMENT CONTRACTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.


” [1] “fiscal_year:
2020


”

Fort Wayne Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Fort Wayne Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})
Reports for Fort Wayne Ballet
Variable: BeginningYearBalanceAmt
EIN: 356006394
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 NA NA NA NA NA
2016 NA NA NA NA NA
2017 1264981 1191922 1174150 36538 36538
2018 1413780 1291109 1219104 1201082 60137
2019 1415612 1427123 1413780 1291109 1219104
2020 1422619 1415612 1427123 1413780 1291109
2021 NA NA NA NA NA
Reports for Fort Wayne Ballet
Variable: InvestmentEarningsOrLossesAmt
EIN: 356006394
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 NA NA NA NA NA
2016 NA NA NA NA NA
2017 81949 73059 6272 47112 957
2018 71148 84517 72005 12605 56481
2019 78281 38241 71148 84517 72005
2020 49185 78281 38241 71148 84517
2021 NA NA NA NA NA
Reports for Fort Wayne Ballet
Variable: OtherExpendituresAmt
EIN: 356006394
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 NA NA NA NA NA
2016 NA NA NA NA NA
2017 NA NA NA NA 957
2018 46373 NA NA NA NA
2019 56529 49522 46383 NA NA
2020 54239 56529 49522 46383 NA
2021 NA NA NA NA NA
Reports for Fort Wayne Ballet
Variable: EndYearBalanceAmt
EIN: 356006394
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 NA NA NA NA NA
2016 NA NA NA NA NA
2017 1375081 1264981 1191922 1174150 36538
2018 1427123 1413780 1291109 1219104 1201082
2019 1422619 1415612 1427123 1413780 1291109
2020 1399647 1422619 1415612 1427123 1413780
2021 NA NA NA NA NA

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2017——————————–

” [1] “ReturnTs:
2018-04-17T11:57:37-05:00


” [1] “EIN:
356006394


” [1] “filename:
201811089349300606_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990 - ORGANIZATION’S MISSIONTHE MISSION OF FORT WAYNE BALLET IS TO FEED THE SPIRIT AND SPARK THE IMAGINATION THROUGH THE HIGHEST CALIBER OF DANCE EDUCATION, PERFORMANCE EXPERIENCES, AND COMMUNITY ENGAGEMENT. SINCE 1956, FORT WAYNE BALLET HAS CONTINUED TO BUILD APPRECIATION, ENRICH AND BROADEN THE ASPIRATIONS OF OUR REGION AND COMMUNITY, ESPECIALLY DOWNTOWN, THROUGH THE INTEGRITY OF THE ART OF DANCE. CURRENTLY, OUR PROGRAMS REACH ALLEN COUNTY AND 15 NEIGHBORING COUNTIES. OUR WIDESPREAD OFFERINGS ALLOWED OVER 36,500 INDIVIDUALS OF ALL AGES, ETHNICITIES, ECONOMIC BACKGROUNDS, AND CULTURES TO PARTICIPATE IN FORT WAYNE BALLET’S EDUCATIONAL, CULTURAL, AND ARTISTIC PROGRAMS IN 2015- 2016. FORT WAYNE BALLET CONTINUES TO EXPAND OUR REACH AND ENHANCE OUR ARTISTIC VISION WHILE REMAINING FISCALLY RESPONSIBLE. THE BENEFITS OF THE ARTS DIRECTLY IMPACT OUR COMMUNITY BY INCREASING THE PUBLIC’S AWARENESS OF THE GREATER FORT WAYNE AREA AS A CULTURAL DESTINATION AND ENCOURAGING ECONOMIC AND COMMUNITY DEVELOPMENT.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 2, PART III, LINE 4APHYSICAL, COGNITIVE, AND EMOTIONAL DEVELOPMENT OF CHILDREN AT ITS FOUNDATION, GUIDES EDUCATIONAL EFFORTS IN DEVELOPING THE DANCERS AS A WHOLE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 11BEFFECTIVE 2010, A COMPLETE 990 WILL BE PROVIDED TO ALL BOARD MEMBERS TO REVIEW AND ACCEPT.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 12CTHE GOVERNANCE COMMITTEE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR IS GIVEN A NEGOTIATED CONTRACT FOR A THREE YEAR PERIOD WHICH IS REVIEWED BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE GIVEN A PERFORMANCE REVIEW BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 19THE FORT WAYNE BALLET, INC.’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “fiscal_year:
2017


” [1] “SupplementalInformationDetail[8]:
FORM 990, PART XI, LINE 9RECLASSIFICATION OF PROGRAM REVENUE TO FUNDRAISING 9,718 RECLASSIFICATION OF FUNDRAISING EXPENSES TO FUNCTIONAL 23,255 TOTAL 32,973


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “ReturnTs:
2019-03-09T11:29:51-06:00


” [1] “EIN:
356006394


” [1] “filename:
201930689349300118_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PAGE 2, PART III, LINE 4A2017-2018 SCHOOL YEAR. A SAFE YET AGGRESSIVE SYLLABUS, CREATED WITH THE PHYSICAL, COGNITIVE, AND EMOTIONAL DEVELOPMENT OF CHILDREN AT ITS FOUNDATION, GUIDES EDUCATIONAL EFFORTS IN DEVELOPING THE DANCERS AS A WHOLE.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 6, PART VI, LINE 11BA COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 12CTRUSTEES ARE REQUIRED TO FILL OUT CONFLICT OF INTEREST FORMS AT THE BEGINNING OF EACH FISCAL YEAR. ALL POTENTIAL CONFLICTS ARE TO BE LISTED AND NOTED. THE EXECUTIVE COMMITTEE REVIEWS AND ANY ISSUES ARE DISCUSSED AND RESOLVED AS NEEDED.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE ARTISTIC DIRECTOR IS GIVEN A NEGOTIATED CONTRACT FOR A THREE YEAR PERIOD WHICH IS REVEIWED BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE GIVEN PERFORAMNCE REVIEWS BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION’S FORM 990 FOR THE PRIOR THREE YEARS IS AVAILABLE AT GUIDESTAR.ORG.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “fiscal_year:
2018


” [1] “SupplementalInformationDetail[8]:
FORM 990, PART IX, LINE 11GOTHER FEES 168,397 0 0


” [1] “SupplementalInformationDetail[9]:
FORM 990, PART XI, LINE 9LOSS ON FIXED ASSETS 5,174 COST OF GOODS SOLD 15,566 ADDITIONAL DIRECT BENEFIT EXPENSE 16,354 LOSS ON FIXED ASSETS -5,174 COST OF GOODS SOLD -15,566 ADDITIONAL DIRECT BENEFIT EXPENSE -16,354


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “ReturnTs:
2020-01-31T11:10:25-06:00


” [1] “EIN:
356006394


” [1] “filename:
202020319349301302_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PAGE 2, PART III, LINE 4BFORT WAYNE BALLET’S PROFESSIONAL COMPANY FEATURES PERFORMANCES FROM CLASSIC MASTERWORKS TO CONTEMPORARY PREMIERS FROM EMERGING CHOREOGRAPHERS. THE SEASON INCLUDES THREE MAIN STAGE PERFORMANCES, THREE CONTEMPORARY REPERTOIRE PERFORMANCES, AND AN INNOVATIVE SUMMER PERFORMANCE STAGED AT NONTRADITIONAL SITES WITHIN THE COMMUNITY. THE ORGANIZATION IS ALSO COMMITTED TO BEING ACTIVELY INVOLVED IN COLLABORATIVE PROGRAMING WITH OTHER ARTS ORGANIZATIONS SUCH AS THE FORT WAYNE PHILHARMONIC, HEARTLAND CHAMBER CHORALE, FORT WAYNE CHILDREN’S CHOIR, AND FORT WAYNE CIVIC THEATRE. COMMUNITY ENGAGEMENT AND SERVICE IS A SIGNIFICANT PART OF THE BALLET’S MISSION. TO THAT END, THE ORGANIZATION PRESENTS SENSORY FRIENDLY PRODUCTIONS OF ITS MAINSTAGE PERFORMANCES, HAS ESTABLISHED TRAINING RESIDENCIES IN THE REGIONS SCHOOLS SYSTEMS, REGULARLY PERFORMS IN COMMUNITY FESTIVALS, AND SERVES AS COMMUNITY REPRESENTATIVE OUTSIDE OF FORT WAYNE. THIS HAS INCLUDED PERFORMANCES THROUGHOUT THE REGION AND INTERNATIONALLY, MOST NOTABLY, A TOUR IN CHINA IN FALL 2018.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 6, PART VI, LINE 11BA COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 12CTRUSTEES ARE REQUIRED TO FILL OUT CONFLICT OF INTEREST FORMS AT THE BEGINNING OF EACH FISCAL YEAR. ALL POTENTIAL CONFLICTS ARE TO BE LISTED AND NOTED. THE EXECUTIVE COMMITTEE REVIEWS AND ANY ISSUES ARE DISCUSSED AND RESOLVED AS NEEDED.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR AND EXECUTIVE ARTISTIC DIRECTOR ARE GIVEN NEGOTIATED CONTRACTS FOR A THREE YEAR PERIOD WHICH IS REVEIWED BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE GIVEN PERFORAMNCE REVIEWS BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION’S FORM 990 FOR THE PRIOR THREE YEARS IS AVAILABLE AT GUIDESTAR.ORG.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “fiscal_year:
2019


” [1] “SupplementalInformationDetail[8]:
FORM 990, PART IX, LINE 11GOTHER FEES 156,336 262 0


” [1] “SupplementalInformationDetail[9]:
FORM 990, PART XI, LINE 9JULY 2018 DIFFERENCES -1,106


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “ReturnTs:
2020-12-14T08:46:57-06:00


” [1] “EIN:
356006394


” [1] “filename:
202043499349300509_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PAGE 2, PART III, LINE 4BFORT WAYNE BALLET’S PROFESSIONAL COMPANY FEATURES PERFORMANCES FROM CLASSIC MASTERWORKS TO CONTEMPORARY PREMIERS FROM EMERGING CHOREOGRAPHERS. THE SEASON INCLUDES THREE MAIN STAGE PERFORMANCES, THREE CONTEMPORARY REPERTOIRE PERFORMANCES, AND AN INNOVATIVE SUMMER PERFORMANCE STAGED AT NONTRADITIONAL SITES WITHIN THE COMMUNITY. THE ORGANIZATION IS ALSO COMMITTED TO BEING ACTIVELY INVOLVED IN COLLABORATIVE PROGRAMING WITH OTHER ARTS ORGANIZATIONS SUCH AS THE FORT WAYNE PHILHARMONIC, HEARTLAND CHAMBER CHORALE, FORT WAYNE CHILDREN’S CHOIR, AND FORT WAYNE CIVIC THEATRE. COMMUNITY ENGAGEMENT AND SERVICE IS A SIGNIFICANT PART OF THE BALLET’S MISSION. TO THAT END, THE ORGANIZATION PRESENTS SENSORY FRIENDLY PRODUCTIONS OF ITS MAINSTAGE PERFORMANCES, HAS ESTABLISHED TRAINING RESIDENCIES IN THE REGIONS SCHOOLS SYSTEMS, REGULARLY PERFORMS IN COMMUNITY FESTIVALS, AND SERVES AS COMMUNITY REPRESENTATIVE OUTSIDE OF FORT WAYNE. THIS HAS INCLUDED PERFORMANCES THROUGHOUT THE REGION AND INTERNATIONALLY, MOST NOTABLY, A TOUR IN CHINA IN FALL 2018 AND A PARTNERSHIP WITH ERIE BALLET (PA) WHEREBY THE FORT WAYNE BALLET HAS TRAVELED TO ERIE TO PERFORM THE NUTCRACKER.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 6, PART VI, LINE 2JIM SPARROW KAREN GIBBENS-BROWN EXEC DIR ARTISTIC DIR FAMILY RELATIONSHIP


” [1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 11BA COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 12CTRUSTEES ARE REQUIRED TO FILL OUT CONFLICT OF INTEREST FORMS AT THE BEGINNING OF EACH FISCAL YEAR. ALL POTENTIAL CONFLICTS ARE TO BE LISTED AND NOTED. THE EXECUTIVE COMMITTEE REVIEWS AND ANY ISSUES ARE DISCUSSED AND RESOLVED AS NEEDED.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR AND EXECUTIVE ARTISTIC DIRECTOR ARE GIVEN NEGOTIATED CONTRACTS FOR A THREE YEAR PERIOD WHICH IS REVEIWED BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE GIVEN PERFORMANCE REVIEWS BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION’S FORM 990 FOR THE PRIOR THREE YEARS IS AVAILABLE AT GUIDESTAR.ORG.


” [1] “fiscal_year:
2020


” [1] “SupplementalInformationDetail[8]:
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


”

Pacific Northwest Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Pacific Northwest Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})
Reports for Pacific Northwest Ballet
Variable: BeginningYearBalanceAmt
EIN: 910897129
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 16919887 15702692 14297377 14671226 12528462
2016 17026097 16919887 15702692 14297377 14671226
2017 15778987 17026097 16919887 15702692 14297377
2018 18145008 15778987 17026097 16919887 15702692
2019 19254508 18148008 15778987 17026097 16919887
2020 19741644 19254508 18148008 15778987 17026097
2021 NA NA NA NA NA
Reports for Pacific Northwest Ballet
Variable: EndYearBalanceAmt
EIN: 910897129
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 17026097 16919887 15702692 14297377 14671226
2016 15778987 17026097 16919887 15702692 14297377
2017 18148008 15778987 17026097 16919887 15702692
2018 19251508 18148008 15778987 17026097 16919887
2019 19741644 19254508 18148008 15778987 17026097
2020 20779107 19741644 19254508 18148008 15778987
2021 NA NA NA NA NA

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “ReturnTs:
2016-05-13T12:45:33-07:00


” [1] “EIN:
910897129


” [1] “filename:
201621349349306547_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and Susan Grinstein, Governing Board trustees, have a family relationship. Catherine Ries and Barbara Ries, Governing Board trustees, have a family relationship.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 4The bylaws were amended June 17, 2014 to (1) designate the Artistic Director and the Executive Director as ex officio officers and eliminate references to their election, and (2) to designate representatives of organized volunteer constituencies as ex officio trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contribution as established by the Governing Board. Members only have the power to vote in the election of the Governing Board trustees.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aMembers elect the Trustees of the Governing Board at the Annual Meeting of the Members.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 11bEvery Governing Board Trustee was emailed a complete copy of the organization’s final Form 990 in electronic form for review prior to its filing with the IRS.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 12cPacific Northwest Ballet’s Conflict of Interest Policy covers Governing Board Trustees, officers and members of the Committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or Committee, excluding the interested person determines, if a conflict of interest exists.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resource Director in consultation with the Executive Director and Artistic Director after a review of the comparable salaries.


” [1] “fiscal_year:
2015


” [1] “SupplementalInformationDetail[8]:
Form 990, Part VI, Section C, Line 19Governing documents and conflict of interest policy are available to the public on request. Audited financial statements are available on our website and upon request.


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “ReturnTs:
2017-05-13T15:14:56-07:00


” [1] “EIN:
910897129


” [1] “filename:
201741339349300349_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and Susan Grinstein, Governing Board Trustees have a family relationship. Catherine Ries and Barbara Ries Governing Board Trustees have a family relationship.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 4The bylaws were amended June 17, 2014 to (1) designate the Artistic Director and the Executive Directors as ex-officio officers and eliminate references to their election and (2) to designate representatives of organized volunteer constituencies as ex officio trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contribution as established byh the Governing Board. Members only have the power to vote in the election of the Governing Board of Trustees.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aMembers elect the Trustees of the Governing Board at the Annual Meeting of the Members.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 11bEvery Governing Board Trustee was emailed a complete copy of the organization’s final Form 990 in electronic form for review prior to the filing with the IRS.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 12cPacific Northwest Ballet’s Conflict of Interest Policy covers the Governing Board Trustees, officers and member of the Committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest in connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or committee, excluding the interested person, determines if a conflict of interest exists.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resource Director in consultation with the Executive Director and Artistic Director after a review of the comparable salaries.


” [1] “fiscal_year:
2016


” [1] “SupplementalInformationDetail[8]:
Form 990, Part VI, Section C, Line 19Governing documents and conflict of interest policy are available by the public on request. Audited financial statements are available on our website and upon request.


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “ReturnTs:
2018-05-15T23:36:39-07:00


” [1] “EIN:
910897129


” [1] “filename:
201801359349314640_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and Susan Grinstein, Governing Board Trustees have a family relationship. Catherine Ries and Barbara Ries Governing Board Trustees have a family relationship.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contributions as established by the Governing Board. Members only have the power to vote in the election of The Governing Board of Trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the Trustees of the Governing Board at the Annual Meeting of the Members.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bEvery Governing Board Trustee was mailed a complete copy of the organization’s final Form 990 in the electronic form for review prior to the filing with the IRS.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cPacific Northwest Ballet’s Conflict of Interest Policy covers the Governing Board Trustees, officers and members of the Committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest in connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or committee, excluding the interested person, determines if a conflict of interest exists.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resource Director in consultation with the Executive Director and Artistic Director after a review of the comparable salaries.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents and conflict of interest policy are available by the public on request. Audited financial statements are available on our website and upon request.


” [1] “fiscal_year:
2017


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “ReturnTs:
2019-05-15T23:10:36-07:00


” [1] “EIN:
910897129


” [1] “filename:
201911359349314196_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and Susan Grinstein, Trustees, have a family relationship. Sue Grinstein resigned from the Board in August 2017. Catherine Ries and Barbara Ries, Trustees, have a family relationship.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contributions as established by the Governing Board. Members only have the power to vote in the election of the Governing Board of Trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the Governing Board Trustees at the annual meeting of the Members.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bThe Chief Financial Officer reviews the Form 990 and Schedules before it is filed. All Governing Board Trustees are emailed a link to a password-protected website on which the entire Form 990 can be viewed.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cThe Conflict of Interest Policy covers the Governing Board Trustees, officers and members of committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest in connection with any actual or possible conflicts of interest. An interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or Committee, excluding the interested person, determines if a conflict of interest exists.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resource Director in consultation with the Executive Director and Artistic Director after a review of the comparable salaries.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents and conflict of interest policy are available to the public on request. Audited financial statements are available on our website and upon request.


” [1] “fiscal_year:
2018


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “ReturnTs:
2020-07-15T20:45:39-07:00


” [1] “EIN:
910897129


” [1] “filename:
202031979349307778_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2Catherine Ries and Barbara Ries, Trustees have a family relationship.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contributions as established by the Governing Board. Members only have the power to vote in the election of the Governing Board of Trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the Governing Board Trustees at the annual meeting of the Members.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bThe Chief Financial Officer reviews the Form 990 and Schedules before it if filed. All Governing Board Trustees are emailed a link to a password protected website on which the entire Form 990 can be viewed.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cThe Conflict of Interest Policy covers the Governing Board Trustees, officers and members of the committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest in connection with any actual or possible conflicts of interest. An interested person must disclose the existence of the financial interest and is given the opportunity to disclose all materials facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or Committee excluding the interested person determine if a conflict of interest exists.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resource Director in consultation with the Executive Director and Artistic Director after a review of the comparable salaries.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents and conflict of interest policy are available to the public on request. Audited financial statements are available on our website and upon request.


” [1] “fiscal_year:
2019


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “ReturnTs:
2021-05-17T19:46:35-07:00


” [1] “EIN:
910897129


” [1] “filename:
202121379349311327_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2Catherine Reis and Barbara Reis, Trustees have a family relationship


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contributions as established by the Governing Board. Members only have the power to vote in the election of the Governing Board of Trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the Governing Board Trustees at the annual meeting of the Members.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bChief Financial Officer reviews the Form 990 and Schedules before it is filed. All Governing Board Trustees are emailed a link to a password protected website on which the entire Form 990 can be viewed.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cThe Conflict of Interest Policy covers the Governing Board of Trustees, officers and members of the committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest in connection with any actual or possible conflicts of interest. An interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or Committee excluding the interested person determine if a conflict of interest exists.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resources Director in consultation with the Executive Director and the Artistic Director after a review of the comparable salaries.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents and conflict of interest policy are available to the public on request. Audited financials statement are available on our website and upon request.


” [1] “fiscal_year:
2020


”

The Alabama Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "The Alabama Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})
Reports for The Alabama Ballet
Variable: BeginningYearBalanceAmt
EIN: 630813626
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 NA NA NA NA NA
2016 250000 250000 250000 250000 250000
2017 250000 250000 250000 250000 250000
2018 250000 250000 250000 250000 250000
2019 446591 477040 250000 250000 250000
2020 430113 446591 477040 469787 504152
2021 NA NA NA NA NA
Reports for The Alabama Ballet
Variable: InvestmentEarningsOrLossesAmt
EIN: 630813626
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 NA NA NA NA NA
2016 0 0 0 0 0
2017 0 0 0 0 0
2018 NA NA NA NA NA
2019 855 14206 NA NA NA
2020 17697 855 14206 30742 -9164
2021 NA NA NA NA NA
Reports for The Alabama Ballet
Variable: OtherExpendituresAmt
EIN: 630813626
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 NA NA NA NA NA
2016 0 0 0 0 0
2017 0 0 0 0 0
2018 NA NA NA NA NA
2019 NA NA NA NA NA
2020 15137 17333 44655 23489 25201
2021 NA NA NA NA NA
Reports for The Alabama Ballet
Variable: EndYearBalanceAmt
EIN: 630813626
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 NA NA NA NA NA
2016 250000 250000 250000 250000 250000
2017 250000 250000 250000 250000 250000
2018 250000 250000 250000 250000 250000
2019 430113 446591 250000 250000 250000
2020 432673 430113 446591 477040 469787
2021 NA NA NA NA NA

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2016——————————–

” [1] “ReturnTs:
2017-05-01T10:00:12-07:00


” [1] “EIN:
630813626


” [1] “filename:
201721219349301007_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 11bThe executive committee is provided a copy of the Form 990 prior to filing it


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 12cEach member is required to disclose conflicts of interest in accordance with the conflict of interest clause in the board member obligations


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 15The executive committee reviews the compensation of officers and key employees annually.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, Line 19The governing documents, conflict of interest policy and financial statements are made available upon request.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, Line 9Endowment distribution


” [1] “fiscal_year:
2016


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “ReturnTs:
2018-06-09T11:21:54-07:00


” [1] “EIN:
630813626


” [1] “filename:
201801649349300310_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 11bThe executive committee is provided an electronic copy of the Form 990 prior to filing it


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 12cEach member is required to disclose conflicts of interest in accordance with the conflict of interest clause in the Board Member Obligations


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 15The Executive Committee reviews the compensation of officers and key employees annually.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, Line 19The governing documents, conflict of interest policy and financial statements are made available upon request.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, Line 9Endowment distribution


” [1] “fiscal_year:
2017


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “ReturnTs:
2019-06-17T08:54:43-05:00


” [1] “EIN:
630813626


” [1] “filename:
201921689349300212_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bThe Executive Committee is provided a copy of Form 990 prior to its filing.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cEach member is required to disclose conflicts of interest in accordance with the conflict of interest clause in the Board Member Obligations.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15The Executive Committee reviews the compensation of officers and key employees annually.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy and financial statements are made available upon request.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eUtilities: Program service expenses 30,773. Management and general expenses 5,064. Fundraising expenses 3,116. Total expenses 38,953. Repairs and maintenance: Program service expenses 28,310. Management and general expenses 4,659. Fundraising expenses 2,867. Total expenses 35,836. Touring: Program service expenses 33,142. Management and general expenses 0. Fundraising expenses 0. Total expenses 33,142. Ballet school: Program service expenses 26,470. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,470. Miscellaneous: Program service expenses 20,531. Management and general expenses 3,378. Fundraising expenses 2,079. Total expenses 25,988. Costumes: Program service expenses 21,357. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,357. Transportation: Program service expenses 18,111. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,111. Choreographic rights: Program service expenses 15,105. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,105. Supplies: Program service expenses 11,545. Management and general expenses 1,900. Fundraising expenses 1,169. Total expenses 14,614. Bank fees: Program service expenses 0. Management and general expenses 11,098. Fundraising expenses 0. Total expenses 11,098. Postage: Program service expenses 2,949. Management and general expenses 485. Fundraising expenses 299. Total expenses 3,733.


” [1] “SupplementalInformationDetail[6]:
From 990, Page XII, Part XII, Line 2cThe Organization has not changed its oversight process or selection process of the audit from the prior year.


” [1] “fiscal_year:
2018


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “ReturnTs:
2019-11-25T14:13:27-06:00


” [1] “EIN:
630813626


” [1] “filename:
201923299349300927_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bThe Executive Committee is provided a copy of Form 990 prior to its filing.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cEach member is required to disclose conflicts of interest in accordance with the conflict of interest clause in the Board Member Obligations.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15The Executive Committee reviews the compensation of officers and key employees annually.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy and financial statements are made available upon request.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eTouring: Program service expenses 48,917. Management and general expenses 0. Fundraising expenses 0. Total expenses 48,917. Sets: Program service expenses 42,539. Management and general expenses 0. Fundraising expenses 0. Total expenses 42,539. Utilities: Program service expenses 33,368. Management and general expenses 5,491. Fundraising expenses 3,379. Total expenses 42,238. Ballet school: Program service expenses 23,264. Management and general expenses 3,828. Fundraising expenses 2,356. Total expenses 29,448. Special events: Program service expenses 0. Management and general expenses 0. Fundraising expenses 27,582. Total expenses 27,582. Costumes: Program service expenses 26,199. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,199. Miscellaneous: Program service expenses 20,454. Management and general expenses 3,366. Fundraising expenses 2,071. Total expenses 25,891. Storage: Program service expenses 24,516. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,516. Transportation: Program service expenses 22,996. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,996. Choreographic rights: Program service expenses 16,225. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,225. Bank fees: Program service expenses 0. Management and general expenses 13,211. Fundraising expenses 0. Total expenses 13,211. Supplies: Program service expenses 10,301. Management and general expenses 1,695. Fundraising expenses 1,043. Total expenses 13,039. Postage: Program service expenses 1,603. Management and general expenses 264. Fundraising expenses 162. Total expenses 2,029.


” [1] “SupplementalInformationDetail[6]:
From 990, Page XII, Part XII, Line 2cThe Organization has not changed its oversight process or selection process of the audit from the prior year.


” [1] “fiscal_year:
2019


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “ReturnTs:
2020-12-09T13:39:16-06:00


” [1] “EIN:
630813626


” [1] “filename:
202043449349301304_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bThe Executive Committee is provided a copy of Form 990 prior to its filing.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cEach member is required to disclose conflicts of interest in accordance with the conflict of interest clause in the Board Member Obligations.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15The Executive Committee reviews the compensation of officers and key employees annually.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy and financial statements are made available upon request.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eChoreographic rights: Program service expenses 40,471. Management and general expenses 0. Fundraising expenses 0. Total expenses 40,471. Guest artists: Program service expenses 35,754. Management and general expenses 0. Fundraising expenses 0. Total expenses 35,754. Ballet school: Program service expenses 26,562. Management and general expenses 4,371. Fundraising expenses 2,690. Total expenses 33,623. Special events: Program service expenses 0. Management and general expenses 0. Fundraising expenses 28,559. Total expenses 28,559. Miscellaneous: Program service expenses 19,719. Management and general expenses 3,245. Fundraising expenses 1,997. Total expenses 24,961. Storage: Program service expenses 24,021. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,021. Costumes: Program service expenses 16,433. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,433. Bank fees: Program service expenses 0. Management and general expenses 14,277. Fundraising expenses 0. Total expenses 14,277. Transportation: Program service expenses 12,028. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,028. Supplies: Program service expenses 7,619. Management and general expenses 1,254. Fundraising expenses 772. Total expenses 9,645. Sets: Program service expenses 3,138. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,138. Postage: Program service expenses 1,946. Management and general expenses 320. Fundraising expenses 197. Total expenses 2,463.


” [1] “SupplementalInformationDetail[6]:
From 990, Page XII, Part XII, Line 2cThe Organization has not changed its oversight process or selection process of the audit from the prior year.


” [1] “fiscal_year:
2020


”

Joffrey Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Joffrey Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})
Reports for Joffrey Ballet
Variable: ContributionsAmt
EIN: 364009741
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 1272937 170360 NA NA NA
2016 236579 1100539 35600 NA NA
2017 87848 278281 1100539 35600 NA
2018 196986 87848 278281 1100539 35600
2019 2606200 196986 87848 278281 1100539
2020 4155989 2606200 196986 87848 278281
2021 NA NA NA NA NA
Reports for Joffrey Ballet
Variable: EndYearBalanceAmt
EIN: 364009741
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 1443297 170360 NA NA NA
2016 1331016 1136139 35600 NA NA
2017 1590303 1372718 1136139 35600 NA
2018 1910040 1590303 1372718 1136139 35600
2019 4715978 1910040 1590303 1372718 1136139
2020 8999109 4715978 1910040 1590303 1372718
2021 NA NA NA NA NA

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “ReturnTs:
2016-02-09T13:15:12-06:00


” [1] “EIN:
364009741


” [1] “filename:
201600409349301210_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Amanda Williamson and Mrs. Joel V. Williamson are board members of the organization. Amanda Williamson is the daughter of Mrs. Joel V. Williamson.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11The Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of both the Artistic Director and Executive Director is documented in mutually signed employment contracts. The compensation per the contracts was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “fiscal_year:
2015


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “ReturnTs:
2017-02-15T17:20:41-06:00


” [1] “EIN:
364009741


” [1] “filename:
201700469349303480_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Amanda Williamson and Mrs. Joel V. Williamson are board members of the organization. Amanda Williamson is the daughter of Mrs. Joel V. Williamson.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11The Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “fiscal_year:
2016


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “ReturnTs:
2018-02-21T07:37:24-06:00


” [1] “EIN:
364009741


” [1] “filename:
201800529349300700_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Amanda Williamson and Mrs. Joel V. Williamson are board members of the organization. Amanda Williamson is the daughter of Mrs. Joel V. Williamson.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11bThe Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “fiscal_year:
2017


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “ReturnTs:
2019-04-01T12:12:56-05:00


” [1] “EIN:
364009741


” [1] “filename:
201920919349300002_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Joel V. Williamson and Cheryle Williamson are Board members of the organization who have a husband and wife relationship. Amanda Williamson is also a Board member and the daughter of Joel and Cheryle Williamson.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11bThe Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “fiscal_year:
2018


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “ReturnTs:
2020-05-31T10:52:18-05:00


” [1] “EIN:
364009741


” [1] “filename:
202001529349300600_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Joel V. Williamson and Cheryle Williamson are Board members of the organization who have a husband and wife relationship. Amanda Williamson is also a Board member and the daughter of Joel and Cheryle Williamson.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11bThe Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “fiscal_year:
2019


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “ReturnTs:
2021-05-14T11:30:17-05:00


” [1] “EIN:
364009741


” [1] “filename:
202121349349301642_public.xml


” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, line 3In March 2020, the World Health Organization declared the coronavirus (COVID-19) outbreak to be an pandemic. The City of Chicago responded to the pandemic by banning large public gatherings, which caused The Joffrey to cancel its spring performance of Don Quixote. Additionally, The Academy and Community Engagement programs had to scale down their spring programming and move to an online platform to deliver programming.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, line 2Amanda Williamson is a Board member and the daughter of Joel V. Williamson.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, line 4The organization’s bylaws were amended on June 19, 2019 to reflect various changes including but not limited to: - Number of voting members - Language referencing President & CEO in place of Executive Director - Three year term for President & CEO - President & CEO’s authority subject to approval and direction of Board of Directors


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 11bThe Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, line 15The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “fiscal_year:
2020


” [1] “SupplementalInformationDetail[8]:
Form 990, Part XI, line 9:Loss on Uncollectible Pledges -488,609.


”

Texas Ballet Theater

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Texas Ballet Theater") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})
Reports for Texas Ballet Theater
Variable: EndYearBalanceAmt
EIN: 841622654
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 175000 75000 75000 75000 75000
2016 175178 175143 75000 75000 75000
2017 175228 175178 175143 75000 75000
2018 325644 175228 175178 175143 75000
2019 327537 325644 175228 175178 175143
2020 329418 327537 325644 175228 175178
2021 NA NA NA NA NA

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “ReturnTs:
2016-02-02T12:15:40-08:00


” [1] “EIN:
841622654


” [1] “filename:
201600339349300940_public.xml


” [1] “SupplementalInformationDetail[1]:
Pt VI, Line 11bThe form 990 will be reviewed and by the Finance Committee and copies will be made available to the remaining Board before filing.


” [1] “SupplementalInformationDetail[2]:
Pt VI, Line 12cThe Board members are required to review and sign the conflict of interest policy on a yearly basis. The documents are submitted reviewed by the managing assistant and Board chair. Any conflicts are brought to the attenetion of the Board and appropriate actions are taken based on their discussion.


” [1] “SupplementalInformationDetail[3]:
Pt VI, Line 15bThe Board management committee establishes salary for the executive director based on a salary comparison to other organizations. The Board management then establishes the salaries of other officers and key employees based on salary comparisons to other similar organizations along with input from the executive director.


” [1] “SupplementalInformationDetail[4]:
Pt VI, Line 19The organizations governing documents, conflict of interest policy and financial statements are available upon request.


” [1] “SupplementalInformationDetail[5]:
Pt XIThe Board review process and oversight of the audit of the finacial statements has not selection of the independent accountant has not changed during the tax year.


” [1] “SupplementalInformationDetail[6]:
Pt VI, Line 2Cary Turner and Laurie Turner - Family Relationship, Matt Mildren and Nikki Midren - Family Relationship, David Porter and Dana Porter - Family Relationship, Michael Radner and Reinke Radler - Family Relationship, Carter Martin and Sharon Martin - Family Relationship , Anne Bass and Robert Bass - Family Relationship


” [1] “SupplementalInformationDetail[7]:
Pt VI, Line 18990 is available upon request at the corporate office.


” [1] “fiscal_year:
2015


” [1] “SupplementalInformationDetail[8]:
Pt VI, Line 19The Board review process and oversight of the audit of the finacial statements has not selection of the independent accountant has not changed during the tax year.


” [1] “SupplementalInformationDetail[9]:
Pt VI, Line 15aThe Board management committee establishes salary for the executive director based on a salary comparison to other organizations. The Board management then establishes the salaries of other officers and key employees based on salary comparisons to other similar organizations along with input from the executive director.


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “ReturnTs:
2017-05-01T10:13:22-05:00


” [1] “EIN:
841622654


” [1] “filename:
201731219349300018_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2BOARD OF GOVERNORS: ANNE T. AND ROBERT BASS - FAMILY RELATIONSHIP NIKKI AND MATT MILDREN - FAMILY RELATIONSHIP CARTER AND SHARON MARTIN - FAMILY RELATIONSHIP DANA AND DAVID PORTER - FAMILY RELATIONSHIP REINKE AND MICHAEL RADLER - FAMILY RELATIONSHIP LAURIE AND CARY TURNER - FAMILY RELATIONSHIP SALLY AND DEAN WISE - FAMILY RELATIONSHIP


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE WILL RECOMMEND THE APPROVED 990 TO THE EXECUTIVE BOARD WHO WILL TAKE A VOTE. THE 990 WILL BE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION AND APPROPRIATE ACTIONS ARE TAKEN BASED UPON THEIR DISCUSSION.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT COMMITTEE ESTABLISHES SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILIAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVALIABLE UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, PAGE 12, LINE 2C:THE BOARD REVIEW PROCESS AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR.


” [1] “fiscal_year:
2016


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “ReturnTs:
2018-03-22T13:53:18-05:00


” [1] “EIN:
841622654


” [1] “filename:
201840819349300824_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2DANA AND DAVID PORTER HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 2LAURIE AND CARY TURNER HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND MALONE HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION A, LINE 2SALLY AND DEAN WISE HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE CONFLICT.


” [1] “fiscal_year:
2017


” [1] “SupplementalInformationDetail[8]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.


” [1] “SupplementalInformationDetail[9]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.


” [1] “SupplementalInformationDetail[10]:
FORM 990, PART XII, PAGE 12, LINE 2CTHE BOARD REVIEW PROCESS AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR.


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “ReturnTs:
2019-05-09T16:33:03-05:00


” [1] “EIN:
841622654


” [1] “filename:
201931339349300808_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND MALONE HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE CONFLICT.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, PAGE 12, LINE 2CTHE BOARD REVIEW PROCESS AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR.


” [1] “fiscal_year:
2018


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “ReturnTs:
2020-02-24T09:53:08-06:00


” [1] “EIN:
841622654


” [1] “filename:
202000559349300900_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND MALONE HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE CONFLICT.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.


” [1] “fiscal_year:
2019


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “ReturnTs:
2021-01-26T14:39:47-06:00


” [1] “EIN:
841622654


” [1] “filename:
202110269349300936_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND MALONE HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE CONFLICT.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.


” [1] “fiscal_year:
2020


”

Pittsburgh Ballet Theatre

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Pittsburgh Ballet Theatre") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})
Reports for Pittsburgh Ballet Theatre
Variable: InvestmentEarningsOrLossesAmt
EIN: 237101094
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 -66808 1231198 1008892 -369856 1516378
2016 -366057 -66808 1231198 1008892 -369856
2017 1030894 -366057 -66808 1231198 1008892
2018 475508 1030894 -366057 -66808 1231198
2019 359568 556273 1030894 -366057 -66808
2020 147166 352613 556273 1030894 -366057
2021 2232993 172248 352613 556273 1030894
Reports for Pittsburgh Ballet Theatre
Variable: OtherExpendituresAmt
EIN: 237101094
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 1080355 571000 558000 541000 550000
2016 847500 1080355 571000 558000 541000
2017 554000 847500 1080355 571000 558000
2018 493500 554000 847500 1080355 571000
2019 462000 493500 554000 847500 1080355
2020 454000 462300 493500 554000 847500
2021 425000 454000 462300 493500 554000
Reports for Pittsburgh Ballet Theatre
Variable: EndYearBalanceAmt
EIN: 237101094
fiscal_year CY CYM1 CYM2 CYM3 CYM4
2014 NA NA NA NA NA
2015 8743213 9687976 8177528 7726636 8627492
2016 7531156 8743213 9687976 8177528 7726636
2017 8068550 7531156 8743213 9687976 8177528
2018 9076252 8068550 7531156 8743213 9687976
2019 9234502 9157017 8068550 7531156 8743213
2020 8921413 9227247 9157017 8068550 7531156
2021 10758728 8946495 9227247 9157017 8068550

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “ReturnTs:
2015-11-11T16:14:27-06:00


” [1] “EIN:
237101094


” [1] “filename:
201543159349303834_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHARIMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11THE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CON AN ANNUAL BASIS, OFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S COMPENSATION IS COMPARED WITH OTHER LOCAL ART ORGANIZATIONS AS WELL AS WITH OTHER BALLET COMPANIES THAT ARE SIMILAR IN SIZE AND HAVE THE SAME DEMOGRAPHICS. THE BALLET IS ALSO A MEMBER OF DANCE USA WHICH PROVIDES COMPENSATION DATA FOR BALLET COMPANIES AROUND THE UNITED STATES BY BUDGET SIZE. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATIONS BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:LOTI FALK GAFFNEY, TRUSTEE EMERITUS AND VIOLETTE VERDY, HONORARY TRUSTEE.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “fiscal_year:
2015


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “ReturnTs:
2016-11-14T14:19:33-06:00


” [1] “EIN:
237101094


” [1] “filename:
201603199349307210_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11THE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:TRUSTEE EMERITUS: LOTI FALK GAFFNEY TRUSTEE EMERITUS EFFECTIVE 6/9/16: JAMES TOMLINSON FORT, JEANNE GLEASON, JAMES HARDIE AND HAL WALDMAN HONORARY TRUSTEE: VIOLETTE VERDY


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “fiscal_year:
2016


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “ReturnTs:
2017-11-13T16:10:41-06:00


” [1] “EIN:
237101094


” [1] “filename:
201703179349307285_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:TRUSTEE EMERITUS: LOTI FALK GAFFNEY BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON, JAMES HARDIE AND HAL WALDMAN HONORARY TRUSTEE: VIOLETTE VERDY


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “fiscal_year:
2017


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “ReturnTs:
2018-11-07T12:09:39-06:00


” [1] “EIN:
237101094


” [1] “filename:
201843119349301809_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON, JAMES HARDIE AND HAL WALDMAN


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “fiscal_year:
2018


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “ReturnTs:
2019-11-12T14:16:49-06:00


” [1] “EIN:
237101094


” [1] “filename:
201923169349304702_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON AND HAL WALDMAN


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “fiscal_year:
2019


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “ReturnTs:
2020-11-11T13:39:19-06:00


” [1] “EIN:
237101094


” [1] “filename:
202043169349302599_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 4AS OF JUNE 9, 2020 PITTSBURGH BALLET THEATRE, INC. AMENDED THEIR BY-LAWS FOR THE FOLLOWING ITEMS: - UPDATE OF MINIMUM NUMBER OF TRUSTEES TO BE 3 TO PERMIT THE ORGANIZATION TO FUNCTION IN THE EVENT OF AN EMERGENCY OR DISASTER - ADDITION OF ARTISITC DIRECTOR AND EXECUTIVE DIRECTOR AS KEY EMPLOYEES - UPDATE PROVISION TO AMEND BY-LAWS TO REMOVE REQUIREMENT OF 7 DAY NOTICE BY MAIL - UPDATE A QUORUM TO BE 1/2 OF DIRECTORS - INCLUSION OF LANGUAGE FOR COMPOSITION AND PROCEDURES OF AN AUDIT COMMITTEE


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON AND HAL WALDMAN


” [1] “fiscal_year:
2020


” [1] “SupplementalInformationDetail[8]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “——————————– Fiscal Year: 2021——————————–

” [1] “ReturnTs:
2021-10-20T14:17:09-05:00


” [1] “EIN:
237101094


” [1] “filename:
202112939349301106_public.xml


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON, HAL WALDMAN, AND BECKY TORBIN.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “fiscal_year:
2021


”

# iterate through EINs where there was discordance and
# generate a table so we can better see what's going on

variable_name <- "BeginningYearBalanceAmt"

walk(1:length(companies_different), ~{
  name <- companies_to_ein %>%
    filter(EIN == companies_different[.x]) %>%
    pull(organization_name)
  
  table <- crossref %>% 
    rename_with(cols=everything(), ~gsub(variable_name, "", .)) %>%
    filter(EIN %in% companies_different[.x]) %>%
    select(-c(EIN, contains("difference"))) %>%
    make_table(title = paste0("Reports for ",
                              name, "<br>EIN: ", 
                              companies_different[.x],
                               ", Variable: ", variable_name))
  
  print(table)
  
#  print(table)

})